Key Focus Wealth LLC

Key Focus Wealth LLC (CRD# 311827) is a financial advisory firm headquartered in San Ramon, CA. They manage $27,745,000 in 76 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2603 Camino Ramon, Suite 418, San Ramon, CA 94583
http://www.weitrieu.com
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    76
    ACCOUNTS
  • Average Account Value
    $365,066
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Key Focus Wealth LLC
Showing 1 - 1 of 1 top financial advisors.
1
Huy Trieu, financial advisor San Ramon CA
Huy G. Trieu
CRD#: 4501087
2603 Camino Ramon, Suite 418, San Ramon, CA 94583

Huy Trieu (CRD# 4501087) is an Investment Advisor Representative working at Key Focus Wealth LLC in San Ramon, CA and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals